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Wahed launches investment app for 'conscious investors'

Wahed Inc, a world leading financial investment platform for conscious customers, today announced the launch of a new investment mobile app for the UK market.

/wealth

Bambu and Moven join forces on digital wealth management

Bambu, a leading provider of robo-advisory technology solutions, and Moven Enterprise (Moven), the pioneering global digital banking platform, today announced a strategic partnership to help financial institutions deliver the next generation of digital wealth management solutions.

/wealth

The Big Exchange initiates crowdfund campaign

The Big Exchange launched its first public crowdfund yesterday and is already exceeding its initial target.

/wealth

Search engine for alternative investments Vincent raises $6 million

Last November, my partners and I built a simple investment search tool to help investors discover alternative investment opportunities.

/wealth

Bank of Ireland acquires wealth management services provider Davy

The Group announces that it has reached an agreement to acquire J&E Davy (“Davy”), Ireland’s leading provider of wealth management and capital markets services, for an enterprise value of €440 million, subject to certain customary adjustments including capital at completion (the “Enterprise Value”).

/wealth

InvestCloud wins wealth management deal with BNP Paribas

InvestCloud, an award winning global FinTech firm that designs and creates financial software for some of the most prestigious banks, wealth managers and asset managers in the world has been selected by BNP Paribas Wealth Management to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and nurturing high-net-worth (HNWI) client relationships.

/wealth

Prometeia and Fabrick apply Open banking and AI to launch new digital wealth platform

Fabrick, a leading Italian fintech company which operates internationally to promote Open Finance, and Prometeia, a consulting, software and research company that is a market leader in solutions for risk and wealth management, today announce the launch of Global Investment Portfolio, a unique digital wealth management solution that harnesses the power of artificial intelligence and open banking.

/wealth

Munnyport partners Cairngorm Capital on wealth management group

Munnypot Limited is pleased to announce that it has entered into a partnership with Cairngorm Capital Partners LLP (Cairngorm Capital) and acquired Whitefoord LLP, to launch Verso Wealth Management (Verso), a wealth management group providing financial advice and investment management, powered by a digital platform.

/wealth

Citi rolls out self-directed investment offering

Citi today is introducing Citi Self Invest, a self-directed digital offering designed to provide clients across the wealth continuum with a seamless and dynamic experience to help them achieve their financial goals.

/wealth

Intrepid Capital Management goes live with Indata

INDATA, a leading industry provider of software, technology and managed services for buy-side firms, today announced that Intrepid Capital Management, based in Jacksonville Beach, FL is live with INDATA’s fully-integrated front-to-back office SaaS solution delivered via iPM Cloud.

/wealth

Bambu acquires investment management technology provider Tradesocio

Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai.

/wealth

UOB Asset Management sees surge in online corporate investing

UOB Asset Management Ltd (UOBAM) is seeing a surge in online corporate investing, with the number of users in Singapore, Malaysia and Thailand[1] on its digital investment portal for corporate investors, UOBAM Invest, jumping 330 per cent over the last 18 months[2]. Their total assets under management (AUM) on the online portal also surpassed S$1 billion.

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